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Online Digital Safe Deposit Box Company Rapidly Acquiring Partnerships

HOUSTON, TEXAS -- BestBequest, the company that provides guided legacy planning tools and a digital safe deposit box [] to families and businesses, has entered into a strategic relationship with the Financial Planning Association® (FPA®). 

“BestBequest was designed to help people plan for their future and identify issues that might arise when a life-changing event occurs,” said BestBequest CEO Roberto Casso. “Providing easy to use resources throughout BestBequest is the cornerstone of our service.  Our clients need to be able to address any potential issue concerning their current plan while using our service and FPA is a fantastic resource that our clients are going to love.  We are very excited to announce that this is the first strategic relationship within the digital safe deposit box industry that will integrate easy access from our platform to financial planners, including CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. ”

“We are pleased to partner with BestBequest to bring their online safe deposit box service to our members through our Member Discount Program,” said Lauren M. Schadle, CAE, FPA executive director and CEO. “We aim to provide our members with access to products and services that will help them do their work, and run their businesses, better. This new program with BestBequest will help our members serve their clients and protect their interests.”

BestBequest’s secure platform helps clients organize and protect important documents, instructions, and contact information; preparing for the inevitable life-changing events that could otherwise destroy a small business or spark conflict within a family. As the paper trail disappears, it is more important than ever to provide a roadmap for our loved ones and business associates to follow should something happen to us – a roadmap that includes crucial elements such as access to our online accounts and clear instructions about what to do to preserve vital information, family treasures and business assets.